$NEBIUS(NBIS)$ $Palantir Technologies Inc.(PLTR)$ Not trying to sound dramatic, but NBIS moving from around $24 to around $280 is one of those rare trades you don't forget.
That's roughly an 11.8x return.
After the PLTR run, I exited all my positions and rotated heavily into NBIS, sharing that view with my followers and Substack readers at the time.
Why?
Because it didn't feel like the cycle was over, just shifting into a different phase of AI infrastructure repricing.
What stands out now isn't even the return…
it's hearing from long-term holders who actually stayed through all the volatility.
That part matters more than the chart.
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